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J P Morgan Exchange-traded F shares owned by Avalon Trust

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Avalon Trust from 13F filings

Historical chart of Avalon Trust investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Avalon Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Avalon Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $46k 800 57.24
2025-09-30 $46k 800 57.10